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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,311 | $165,381+2.4% | $149,730+13.1% | $158,966+6.5% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 23.43% | 348.29%-324.9pp | 276.70%-253.3pp | 302.95%-279.5pp |
| Employer contribution / active EE | $846 | $5,104-83.4% | $4,645-81.8% | $4,762-82.2% |
| Participant deferral / active EE | $7,349 | $7,182+2.3% | $6,843+7.4% | $5,983+22.8% |
| Admin fee / account holder | $335 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |